RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Alexander I Crevi
- Title
- Portfolio Managerreportedaviancecapitalpartners.comfirm site, Sep 15, 2026
- Professional profile
- aviancecapitalpartners.com/team/alex-crevireportedaviancecapitalpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Aviance Capital Partners LLC independent RIA currentsince Mar 28, 2024 · Naples, Fl
- Corient independent RIAJun 23, 2023 to Mar 4, 2024 · Miami, Fl
- Segall Bryant & Hamill otherJul 27, 2021 to Dec 14, 2023 · Naples, Fl
- Rothschild Investment independent RIASep 12, 2006 to Jul 8, 2021 · Chicago, Il
- Morgan Stanley Dw Inc. unclassifiedNov 7, 2005 to Jul 7, 2006 · Chicago, Il
- Corient to Aviance Capital Partners LLCleft Mar 4, 2024, registered Mar 28, 2024 (24 days) · RIA to RIA
- Segall Bryant & Hamill to Corientleft Dec 14, 2023, registered Jun 23, 2023 (-174 days) · Other · moved with a team
- Rothschild Investment to Segall Bryant & Hamillleft Jul 8, 2021, registered Jul 27, 2021 (19 days) · RIA to RIA
- Morgan Stanley Dw Inc. to Rothschild Investmentleft Jul 7, 2006, registered Sep 12, 2006 (67 days) · Other
- Alexander I Crevi left Corient for Aviance Capital Partners Llc (registered 2024-03-28)Mar 4, 2024 · Advisor changed firm · fact
- Alexander I Crevi left Segall Bryant & Hamill for Corient (registered 2023-06-23)Dec 14, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address